Advanced II

Advanced II

Extensive prior tax preparation experience/knowledge is required. This course will give you the confidence to take on more complex and specialized tax situations. Students normally enroll in this course after completing the 60-hour Comprehensive Income Tax Course (Basic and Intermediate Course), the Advanced Individual Income Tax Course and working at least two seasons as a tax preparer.

3 Months Access / 30 Course Hrs
  • Details
  • Syllabus
  • Requirements
$447.00
$447.00
Self-Guided

Details

Extensive prior tax preparation experience/knowledge is required. This course will give you the confidence to take on more complex and specialized tax situations. Students normally enroll in this course after completing the 60-hour Comprehensive Income Tax Course (Basic and Intermediate Course), the Advanced Individual Income Tax Course and working at least two seasons as a tax preparer.

This course is also suitable for a veteran preparer who needs to refresh his/her skills. If you are an enrolled agent, accountant, lawyer, financial planner, business owner, experienced tax preparer, or just interested in increasing your tax knowledge, the Advanced Level !! Course will enable you to become a specialist in helping certain segments of taxpayers with more complex tax situations. This course provides the critical education and knowledge which make the graduates more competent and successful than their competitors. This course is designed to enhance the knowledge and experience of tax practitioners. Interactive self study classes are eligible for 30 hours of CPE.

Syllabus

  1. Amended Tax Returns for Individuals
  2. Special Needs and Concerns of Seniors
  3. Tax Issues for High Income Taxpayers
  4. Net Operating Losses
  5. Schedule D - Special Issues
  6. Tax Issues for Divorced Taxpayers
  7. Tax Planning Tips and Strategies
  8. Responding to the IRS
  9. Part-year Resident State Tax Preparation Principles
  10. Nonresident Alien Returns - Form 1040NR

Requirements

Prerequisites:

Comprehensive & Advanced Level I


Needed For All Programs:

  • Computer & Internet Access
  • Adobe Reader (free download)
  • Student Text (provided)
  • Student References (provided)

Self-Guided Course Code: T3306